Alternative Investment Funds (AIF)Compare Schemes
Carnelian Bharat Amritkaal Fund vs Carnelian Structural Shift Fund
Add SchemeGrowth of ₹1 Crore
Carnelian Bharat Amritkaal Fund
Carnelian Structural Shift Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.90%
1.67%
6 Months
8.78%
25.48%
1 Year
8.27%
12.76%
3 Years
—
21.04%
5 Years
—
—
Since Inception
10.68%
23.65%
Fund Age
2 yrs 3 mo
4 yrs 3 mo
AUM
—
—
Alpha – 1 Year
6.32%
10.81%
Alpha – 3 Years
—
10.39%
Information Ratio – 3 Years
—
0.59
Volatility – 1 Year
18.85%
24.72%
Volatility – 3 Years
—
22.61%
Beta – 1 Year
1.04
1.24
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.21
0.38
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
19.92%
Value at Worst Rolling Year
—
₹1.20 Cr
Deepest Drawdown
−15.53%
−24.89%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.66%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 39% · S 32%
L 7% · M 28% · S 64%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Aditya Birla Capital Ltd · 8.80%
Laurus Labs Ltd · 7.40%
Biocon Ltd · 6.80%
ICICI Bank Ltd · 5.90%
Star Health & Allied Insurance Company Ltd · 3.80%
Laurus Labs Ltd · 10.00%
Biocon Ltd · 5.50%
Dynamatic Technologies Ltd · 5.00%
Bharat Heavy Electricals Ltd · 4.40%
Poly Medicure Ltd · 4.10%
Top Sectors
—
—
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—